Good Life Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
7,599
-1,985
| -21% | -$362K | 0.09% | 175 |
|
|
2025
Q1 | $1.52M | Sell |
9,584
-475
| -5% | -$75.4K | 0.11% | 156 |
|
|
2024
Q4 | $1.21M | Sell |
10,059
-2,072
| -17% | -$249K | 0.09% | 170 |
|
|
2024
Q3 | $1.47M | Buy |
12,131
+1,918
| +19% | +$233K | 0.09% | 173 |
|
|
2024
Q2 | $1.03M | Sell |
10,213
-55
| -0.5% | -$5.57K | 0.09% | 179 |
|
|
2024
Q1 | $941K | Sell |
10,268
-159
| -2% | -$14.6K | 0.08% | 171 |
|
|
2023
Q4 | $981K | Sell |
10,427
-1,386
| -12% | -$130K | 0.1% | 161 |
|
|
2023
Q3 | $1.09M | Buy |
11,813
+232
| +2% | +$21.5K | 0.13% | 139 |
|
|
2023
Q2 | $1.13M | Buy |
11,581
+248
| +2% | +$24.2K | 0.13% | 135 |
|
|
2023
Q1 | $1.1M | Sell |
11,333
-931
| -8% | -$90.5K | 0.14% | 125 |
|
|
2022
Q4 | $1.24M | Buy |
12,264
+806
| +7% | +$81.6K | 0.17% | 117 |
|
|
2022
Q3 | $951K | Buy |
11,458
+406
| +4% | +$33.7K | 0.14% | 128 |
|
|
2022
Q2 | $1.09M | Buy |
11,052
+475
| +4% | +$46.9K | 0.15% | 120 |
|
|
2022
Q1 | $994K | Buy |
10,577
+91
| +0.9% | +$8.55K | 0.12% | 130 |
|
|
2021
Q4 | $996K | Buy |
10,486
+135
| +1% | +$12.8K | 0.12% | 133 |
|
|
2021
Q3 | $981K | Buy |
10,351
+1,794
| +21% | +$170K | 0.13% | 123 |
|
|
2021
Q2 | $848K | Sell |
8,557
-360
| -4% | -$35.7K | 0.16% | 107 |
|
|
2021
Q1 | $793K | Buy |
8,917
+977
| +12% | +$86.9K | 0.16% | 115 |
|
|
2020
Q4 | $660K | Buy |
7,940
+288
| +4% | +$23.9K | 0.15% | 112 |
|
|
2020
Q3 | $572K | Sell |
7,652
-224
| -3% | -$16.7K | 0.16% | 116 |
|
|
2020
Q2 | $552K | Sell |
7,876
-594
| -7% | -$41.6K | 0.17% | 103 |
|
|
2020
Q1 | $615K | Sell |
8,470
-183
| -2% | -$13.3K | 0.22% | 90 |
|
|
2019
Q4 | $740K | Buy |
8,653
+73
| +0.9% | +$6.24K | 0.21% | 89 |
|
|
2019
Q3 | $649K | Sell |
8,580
-503
| -6% | -$38K | 0.2% | 92 |
|
|
2019
Q2 | $714K | Sell |
9,083
-242
| -3% | -$19K | 0.21% | 85 |
|
|
2019
Q1 | $824K | Sell |
9,325
-6,618
| -42% | -$585K | 0.25% | 72 |
|
|
2018
Q4 | $1.06M | Sell |
15,943
-1,056
| -6% | -$70.5K | 0.34% | 56 |
|
|
2018
Q3 | $1.39M | Sell |
16,999
-176
| -1% | -$14.3K | 0.4% | 49 |
|
|
2018
Q2 | $1.38M | Buy |
17,175
+7,393
| +76% | +$595K | 0.44% | 43 |
|
|
2018
Q1 | $956K | Sell |
9,782
-42
| -0.4% | -$4.11K | 0.32% | 51 |
|
|
2017
Q4 | $1.03M | Buy |
9,824
+112
| +1% | +$11.7K | 0.32% | 57 |
|
|
2017
Q3 | $1.1M | Sell |
9,712
-36
| -0.4% | -$4.07K | 0.42% | 45 |
|
|
2017
Q2 | $1.15M | Sell |
9,748
-1,608
| -14% | -$190K | 0.5% | 41 |
|
|
2017
Q1 | $1.28M | Buy |
11,356
+824
| +8% | +$93.2K | 0.61% | 36 |
|
|
2016
Q4 | $951K | Buy |
+10,532
| New | +$951K | 0.55% | 35 |
|